HGERS
BSCN

Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BSCN Stock Details BSCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,254
Closed -$90.3K – 1386
2023
Q3 		$90.3K Buy
+4,254
New +$90.2K 0.03% 337
2023
Q1 		$37K Buy
+1,748
New +$36.8K 0.01% 506
2022
Q4 		– Sell
-1,259
Closed -$26K – 1247
2022
Q3 		$26K Buy
+1,259
New +$26.4K 0.01% 528

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSCN Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 4,254 shares — an estimated $90.3K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSCN in Q3 2022 and held it in 3 quarters. The position peaked at $90.3K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4,254 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $90.3K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $90.3K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.